-52.0%
INTU vs SPOT
-25.6%
-26.3%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -2.5% | -1.6% | -3.8% |
| 7D | -7.5% | -2.9% | -4.7% | -7.2% |
| 30D | -1.9% | +8.3% | -10.2% | -2.8% |
| 3M | +4.9% | +5.1% | -0.2% | +3.7% |
| 6M | -33.2% | -6.5% | -26.8% | -30.8% |
| YTD | -51.4% | -9.0% | -42.4% | -48.3% |
| 1Y | -52.0% | -26.4% | -25.6% | -46.5% |
| All | -52.0% | -25.6% | -26.3% | -46.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SPOT.
Daily Out/Under-Performance
Portfolio return minus SPOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPOT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded SPOT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling